Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
Latest posts by W. Devin Wolf, CFP® (see all)
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 2018
- Are Solar Bonds A Good Investment? - December 3, 2015
- Withdrawal Rates – Autumn 2015 - November 3, 2015
Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…Read More